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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,488 | $65,423-32.0% | $98,477-54.8% | $85,856-48.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.89% | 21.76%-9.9pp | 1493.59%-1481.7pp | 318.58%-306.7pp |
| Employer contribution / active EE | $7,343 | $2,168+238.7% | $2,961+148.0% | $2,565+186.3% |
| Participant deferral / active EE | $5,044 | $3,167+59.3% | $4,276+18.0% | $3,952+27.6% |
| Admin fee / account holder | $270 | $4,594-94.1% | $5,951-95.5% | $6,261-95.7% |